|
101
|
Boston Trust Walden
Boston,
Massachusetts
|
$306K
|
–
|
–
|
–
|
|
|
102
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$300K
|
+$12.7K
|
+1,529
|
+4%
|
|
|
103
|
Caprock Group
Boise,
Idaho
|
$295K
|
-$27.8K
|
-3,345
|
-8%
|
|
|
104
|
Rockefeller Capital Management
New York
|
$257K
|
–
|
–
|
–
|
|
|
105
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$257K
|
–
|
–
|
–
|
|
|
106
|
Raymond James Trust
St. Petersburg,
Florida
|
$252K
|
-$8.52K
|
-1,026
|
-3%
|
|
|
107
|
Financial Counselors Inc
Overland Park,
Kansas
|
$250K
|
-$573
|
-69
|
-0.2%
|
|
|
108
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$245K
|
+$16.9K
|
+2,032
|
+7%
|
|
|
109
|
River Road Asset Management
Louisville,
Kentucky
|
$241K
|
–
|
–
|
–
|
|
|
110
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$238K
|
+$17.8K
|
+2,137
|
+7%
|
|
|
111
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$238K
|
+$25.6K
|
+3,080
|
+11%
|
|
|
112
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$225K
|
–
|
–
|
–
|
|
|
113
|
TD Asset Management
Toronto,
Ontario, Canada
|
$220K
|
-$90.2K
|
-10,862
|
-26%
|
|
|
114
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$216K
|
-$17.4K
|
-2,100
|
-7%
|
|
|
115
|
CIBC Bank USA
Chicago,
Illinois
|
$214K
|
-$24.6K
|
-2,960
|
-10%
|
|
|
116
|
Old National Bancorp
Evansville,
Indiana
|
$214K
|
+$3.91K
|
+471
|
+2%
|
|
|
117
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$211K
|
-$17.7K
|
-2,134
|
-7%
|
|
|
118
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$211K
|
–
|
–
|
–
|
|
|
119
|
SVB Wealth
Boston,
Massachusetts
|
$209K
|
-$9.92K
|
-1,194
|
-4%
|
|
|
120
|
HBK Investments
Dallas,
Texas
|
$201K
|
+$215K
|
+25,830
|
New
|
|
|
121
|
Miles Capital
West Des Moines,
Iowa
|
$197K
|
-$1.59K
|
-192
|
-0.8%
|
|
|
122
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$195K
|
+$87.6K
|
+10,539
|
+73%
|
|
|
123
|
Cadence Bank
Tupelo,
Mississippi
|
$188K
|
–
|
–
|
–
|
|
|
124
|
Park Avenue Securities
New York
|
$169K
|
+$86.4K
|
+10,404
|
+89%
|
|
|
125
|
Altium Wealth Management
Purchase,
New York
|
$166K
|
+$177K
|
+21,345
|
New
|
|
